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中国市场中的二元经济结构
Sou Hu Cai Jing· 2025-12-26 06:18
经济的角度说,在同一竞争性的领域中,执行两种不平等的规则,在规则上有了等差,经济奥林匹克赛场上出现了两种裁判规则,就从根本上失去了奥林匹 克精神,弱势的一方不具有长期性,不可能成为耐心资本,生产力将受到压制,引起效率递减。 在在全球化的背景,经济等差也是一个异类,无法融入国 际秩序,最终将步履沉重。 刘世锦提出:在同一个竞争性领域中,国企民企一视同仁。政策也已经有类似的语言,并写入了《民营经济促进法》,但体制机制的特征,决定了一视同仁 是选择性命题,正如我们现在谈"让市场主导资源配置",确定地说,是宏观文件主导下的"市场主导"。 这种商业环境中的等差是有传统的,古代分为官商与民商,所不同的是,老百姓爱骂官商,"宫使驱将惜不得";现在冠以"全民所有制",国营就成了"人民 的企业",而民营成了过街老鼠,国人的思维真的很分裂。 这种二元结构经济也被一些学者称之为中国模式。 比如,张维为认为中国经济的成功,就是成功于这种中国模式。 其实,中国经济的模式远没有定型,二元结构是不是能成为一种独特的模式,还有待于实 践的考验,是不是能一直走下去,是不是最终要做出向左,或向右的选择;都要打一个很大的问号,但最终一定会做出选择 ...
过剩也可以被“计划”吗?
Sou Hu Cai Jing· 2025-12-19 16:53
从经济增长上说,效率是关键。 主流媒体说是需求不足;专家说是缺少内生动力。这些都是看得到的问题,我们完全可以列出一个长长的问题清单,但是,更值得思考的还是两位张教授争 论的 "中国模式":如果中国模式算得上是一个特立独行的模式,它是否具有可持续性? 中国经济的问题是什么? 什么是中国模式? 可以归结为行政权主导的市场经济,有人说是现代版的盐铁论,也有人说是国家资本主义,中国自己有一种不成文的表达叫 "举国经济"。其实,这都不足 以表达中国经济到底是个什么模式,这些并不太重要;重要的是生产过剩是资本主义的专利,为什么会在中国发生。 这是因为我们的经济存在两个方面的平衡:一是投资规模与效率的平衡,二是分配的平衡。 中国主要是通过投资拉动经济,但拉动了规模,并不等于提高了收益;也就是说,办公室精英可以计划供应端,通过投资与扩大财政赤字,稳住 GDP 增 长,但决定不了效益。如果是低效投资,无法带动起收入,生产与消费就会失去平衡。 当然,市场经济本身也存在社会大分配的平衡。 如果财政支出中,行政管理性开支过高,超过国际平均水平,那么用于民生的二次分配就会显得力不从心,特别是社会保障支出在GDP中的占比过低,会降 低有 ...
世界卫生组织报告赞誉中国结核病预防性治疗实践
Ren Min Wang· 2025-12-17 03:09
在遵循世卫组织标准的基础上,我国开展本土化创新:采用结核菌素皮肤试验、结核抗原皮肤试验 和γ干扰素释放试验进行感染检测;优化治疗方案,将异烟肼+利福喷丁方案调整为每周两次;研发国 产免疫制剂;探索更短疗程方案,推动治疗技术持续进步。 构建了"疾控机构-定点医疗机构-基层医疗卫生机构"三级协同网络,实现筛查、诊断、治疗、随访 全流程服务。同时建立标准化监测体系,跟踪关键指标,为防治工作提供科学依据。 我国通过系统推进结核病预防性治疗,为全球终结结核病目标提供了行之有效的"中国模式",未来 将继续为终结结核流行贡献中国力量。 人民网北京12月17日电 (记者乔业琼)据中疾控微信公众号消息,我国结核病预防性治疗工作成 效显著,获得世界卫生组织的赞誉,为全球提供了可借鉴的"中国模式"。 2021年以来,我国构建起完善的预防性治疗网络。预防性治疗人数从2021年22778人增至2024年 87034人,覆盖家庭密切接触者、学生、HIV感染者等重点人群。 我国先后发布多项技术指南,并在《全国结核病防治规划(2024—2030年)》中设定明确目标: 2025年密切接触者预防性治疗覆盖率达60%,2030年提升至80%。 ...
郑永年新书《对话郑永年:大变局下的中国发展方案》在深首发
Sou Hu Cai Jing· 2025-12-05 11:56
Core Insights - The book "Dialogue with Zheng Yongnian: China's Development Plan under Great Changes" offers deep insights into the complexities of international affairs and China's development strategy [3][5] - Zheng Yongnian, a prominent political economist, emphasizes the importance of understanding global dynamics and China's position within it, providing a methodological approach to gaining knowledge in uncertain times [3][5] Group 1 - The book is not merely a collection of current affairs commentary but a profound dialogue addressing global hotspots for 2024-2025 [3] - Zheng Yongnian's academic career aligns with China's rise and the restructuring of global order, showcasing his contributions to political, economic, and social discourse [3][5] - The launch event featured a dialogue between Zheng Yongnian and media representatives, highlighting the practical application of knowledge and its role in interpreting and leading through contemporary challenges [5] Group 2 - The event was attended by notable figures, including the president of Hong Kong University (Shenzhen), who underscored the importance of judgment in leadership and academia during turbulent times [7] - An accompanying exhibition showcased Zheng Yongnian's academic evolution over three decades, illustrating his insights on national institutional transformation and the "China model" [7]
打造观察大变局中国叙事样本 《这就是中国》300期研讨会在上海举行
Jie Fang Ri Bao· 2025-11-30 02:25
Core Viewpoint - The seminar on "The Power of Chinese Discourse" marks the 300th episode of the program "This is China," which has been exploring China's model, path, and system for nearly seven years, aiming to construct a Chinese narrative and promote the "Four Confidences" to a global audience [1][2]. Group 1 - The program has focused on the "unprecedented changes in a century," successfully predicting shifts in international dynamics and geopolitical developments [2]. - It employs a historical perspective to analyze current global events, revealing Western cognitive warfare tactics and deconstructing Western narratives [2]. - The program addresses the process of Chinese-style modernization and global governance issues, providing Chinese answers to contemporary global questions [2]. Group 2 - The program plans to innovate its discourse by inviting more participants into dialogues and showcasing China's modernization efforts in various locations [3]. - A special episode was recorded on the Guizhou Huajiang Grand Canyon Bridge, highlighting major national projects and the grandeur of Chinese-style modernization [3]. - Future plans include expanding the program's international reach and enhancing its presence in the global discourse arena, allowing more audiences to understand both China and the world [3].
两年内将推14款新车 奥迪CEO高德诺:中国市场仍是集团未来投资重点
Mei Ri Jing Ji Xin Wen· 2025-11-07 07:53
Core Insights - Audi plans to launch 14 new models in the Chinese market by 2027, responding to consumer demand with an unprecedented speed in product updates [1] - The company is undergoing a strategic transformation, as indicated by its Q3 financial results, which show total revenue of approximately €48.4 billion, a 4.6% year-on-year increase, and a cumulative sales volume of about 1.176 million units, down 4.8% year-on-year [3] - Audi's dual-brand strategy is being implemented exclusively in China, with plans for further product expansion under both the Audi and AUDI brands [5] Financial Performance - For the first three quarters of the year, Audi reported total revenue of approximately €48.4 billion, with an operating profit of around €1.6 billion and net cash flow reaching €2.1 billion [3] - The decline in cumulative sales volume by 4.8% is attributed to the transition period as new models are introduced and the existing product cycle phases out [3] Product Strategy - Audi showcased its dual-brand lineup at the China International Import Expo, including the Audi 100 Coupé S, Audi A6L e-tron, and the AUDI E5 Sportback, which is based on a smart digital platform developed in collaboration with SAIC Motor [4] - The AUDI E5 Sportback is expected to attract a new customer base without replacing existing classic models, thereby expanding Audi's product matrix [4] Market Positioning - Audi's dual-brand strategy, initiated two and a half years ago, aims to enhance its product offerings specifically in the Chinese market, with more models to be announced in the coming weeks [5] - The company emphasizes the importance of local partnerships in China, which include collaborations with Huawei, Momenta, and CATL, to enhance product development and market responsiveness [7] Competitive Landscape - The luxury car market in China is experiencing significant changes, with a 10.9% year-on-year decline in sales in the luxury segment, totaling approximately 1.783 million units in the first three quarters [9] - Despite the competitive environment, Audi remains committed to increasing its investment in China, viewing it as a core market that drives product transformation and innovation [9]
那个被外资血洗的中国娃娃,藏着一场不容忽视的惊天内幕
Sou Hu Cai Jing· 2025-11-06 16:27
Core Viewpoint - The article discusses the significant decline in the stock price of Pop Mart, highlighting a clash between Eastern and Western perceptions of consumer culture and investment strategies, suggesting that foreign investors fail to understand the unique emotional connections that Chinese consumers have with products like Labubu [1][3][4]. Group 1: Market Dynamics - Pop Mart's stock price drop is perceived as a typical market fluctuation, but it represents a deeper cultural conflict and a challenge to traditional investment narratives [1]. - The article draws parallels between Pop Mart's situation and the historical example of Beanie Babies, indicating that Western investors view Pop Mart as another fleeting trend rather than a sustainable business model [1][3]. - The emotional economy surrounding products like Labubu is rooted in cultural nuances that Western investors struggle to grasp, leading to a misinterpretation of the brand's value [4][6]. Group 2: Cultural Perspectives - The entrenched biases of Western capital markets stem from a "narrative hegemony" that dictates what constitutes a successful intellectual property (IP), often overlooking the unique emotional connections in Eastern cultures [3][4]. - Pop Mart's business model, which integrates IP incubation, design, supply chain management, and direct retail, contrasts sharply with the licensing-dependent models of Western IP giants, showcasing a new commercial paradigm [4][6]. - The willingness of domestic investors to buy into Pop Mart despite market pressures reflects a deeper understanding of local consumer behavior and the emotional value of products in modern society [6][7]. Group 3: Future Implications - The ongoing short-selling battle transcends mere stock price fluctuations, evolving into a struggle for defining consumer narratives and market authority [6]. - The challenges faced by Pop Mart are indicative of the broader journey of Chinese innovative companies as they seek to ascend the value chain and redefine market standards [6][7]. - The article posits that the rise of new business models in China, such as those exemplified by Pop Mart, poses a threat to established Western paradigms, leading to defensive reactions from traditional investors [7][9].
鄢一龙:五年规划为世界提供了一份难得的“中国确定性”
Sou Hu Cai Jing· 2025-10-28 03:52
Group 1 - The "14th Five-Year Plan" has laid a solid foundation for China's economic development, emphasizing the importance of long-term planning in achieving sustainable growth [2][4] - The "15th Five-Year Plan" focuses on building a modern industrial system, with a strong emphasis on the manufacturing sector, which currently accounts for approximately 30% of global manufacturing value added [4][7] - The integration of manufacturing and service industries is crucial, with a push towards digital solutions and service-oriented manufacturing to enhance competitiveness [5][7] Group 2 - The plan outlines 12 key deployments, with the first being the consolidation and strengthening of the real economy, indicating a strategic shift towards a new type of major power [4][8] - The emphasis on innovation-driven development marks a transition from merely addressing shortcomings to enhancing profitability and establishing a modern industrial framework [8][10] - The goal of achieving a per capita GDP level of middle-income countries by 2035 reflects China's commitment to maintaining mid-to-high-speed economic growth [10][11] Group 3 - China's ongoing commitment to opening up its market will create significant opportunities for international businesses, positioning China as one of the largest single markets globally [12][14] - The country's complete industrial system and strong manufacturing capabilities provide a stable foundation for global supply chains, enhancing production efficiency for partner countries [13][14] - China's focus on green production capabilities addresses global challenges in sustainable development, contributing to the green transition worldwide [13][14]
美国学者:中国依托自身模式取得非凡成就,美国不得不正视现实丨世界观
Zhong Guo Xin Wen Wang· 2025-10-10 05:58
Core Viewpoint - The Chinese development model is highly stable and has achieved remarkable success, which the United States must acknowledge [2][6]. Group 1: Chinese Development Model - The Chinese model is characterized by a strong central government that enables coordinated national efforts to withstand crises [2][3]. - China's execution mechanism includes a merit-based system for selecting officials, long-term performance evaluations, and the implementation of five-year plans that align national and local goals [3][5]. - The ultimate strategic advantage of China lies in its industrial policy, which effectively mobilizes top talent and resources across various sectors to achieve national objectives [5][6]. Group 2: Cultural and Strategic Advantages - Confucian values play a crucial role in China's collective mindset, emphasizing self-improvement for the benefit of family and society rather than individual gain [5][6]. - The strategic philosophy of "winning without fighting," as articulated in Sun Tzu's Art of War, reflects China's approach to conflict and competition, contrasting with Western military strategies [6][10]. Group 3: U.S.-China Relations - The U.S. policy of "containing China" is deemed unrealistic, especially as China's technological advancements and talent pool continue to grow [7][10]. - The upcoming U.S. midterm elections are critical, with potential implications for domestic policy and the perception of China's rise [8][9]. - There is significant potential for cooperation between the U.S. and China on global issues such as climate change, public health, and poverty alleviation, which requires a shift in U.S. understanding of China's role [10].
荣耀详解端侧AI:输出“中国模式”,重塑全球化路径
Nan Fang Du Shi Bao· 2025-09-27 05:11
Core Insights - The AI revolution has reached a critical point, with technology giants facing the challenge of effectively integrating AI into end devices [2] - Honor's recent announcements at the Snapdragon Summit indicate a strategic move towards global market presence and a shift in China's role in the global AI landscape [2][8] Group 1: AI Integration in Devices - Honor is addressing the challenges of running large AI models on devices by focusing on both AI models and underlying architecture to tackle power consumption, performance, and privacy issues [2] - The upcoming Honor Magic8 series and MagicPad3 Pro will feature the fifth-generation Snapdragon 8 platform, marking a significant step for Honor in the global market [2][6] Group 2: Technical Innovations - Honor and Qualcomm introduced a "high-efficiency edge AI model solution" that includes two major technological breakthroughs: low-bit quantization technology and next-generation vector retrieval technology [3][4] - Low-bit quantization technology allows for a 30% reduction in model storage space, a 15% increase in inference speed, and a 20% decrease in power consumption while maintaining model effectiveness [3] - The new vector retrieval technology enhances search performance by 400%, enabling faster and more intuitive searches across various data types [4] Group 3: Collaborative Architecture - The "Super Fusion Core Architecture" combines Honor's Turbo X performance engine with Qualcomm's latest Oryon chip architecture, optimizing resource management at the micro-architecture level [5] - This collaboration signifies a new phase of joint research and development, aiming to fully unleash edge AI productivity [5] Group 4: Competitive Landscape - The competition in the edge AI space is intensifying, with major players like Apple, Vivo, Xiaomi, and OPPO also investing in edge AI technologies [6] - The focus has shifted from merely having AI capabilities to enhancing user experience and application scenarios, with a trend towards smaller edge models [6] Group 5: Globalization of Chinese Tech Firms - The emergence of edge AI is facilitating a new narrative for Chinese tech companies, transitioning from "Made in China" to "Defined in China" [8][9] - Chinese firms are now collaborating with global partners to define technical standards and interaction paradigms for AI terminals, moving beyond their previous roles as hardware integrators [8] - This shift not only impacts technology but also offers a more open and collaborative approach to AI development, enhancing privacy and reducing costs for developers and users alike [8][9]